SEC Form 13F

Financial Management, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$121,973,482
Positions46

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIDEVCORE MSCI INTL$11,510,598129,318
INVESCO QQQ TRQQQUNIT SER 1$11,211,04415,224
ISHARES TRIQLTMSCI INTL QUALTY$10,257,713207,017
FRANKLIN TEMPLETON ETF TRFLQMUS MID CP MLTFCT$9,162,103158,281
SPDR SERIES TRUSTSPSBST SHOR CORP ETF$8,614,653287,059
INVESCO EXCHANGE TRADED FD TSPHQS&P500 QUALITY$7,774,78486,291
INVESCO EXCHANGE TRADED FD TXMHQS&P MDCP QUALITY$6,866,20460,827
SPDR SERIES TRUSTSJNKST TERM HIGH ETF$6,790,131271,280
FIRST TR EXCHANGE-TRADED ALPFYCSML CP GRW ALP$6,184,70648,568
SPDR INDEX SHS FDSSPEMST PORT MARK ETF$5,296,429102,287

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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